Axalta Coating Systems Ltd. (AXTA) shareholders
AXTANYSEPaints, Varnishes, Lacquers, Enamels & Allied ProdsFiscal year ends December 31
Financials through Q3 FY2026, quarter ended Sep 30, 2026Last filing: 10-Q on Oct 29, 2026Score 12/309% below fair value
$36.56+0.15 (+0.41%)
Close on Nov 13, 2026Market cap $7.83BP/E 23.6Yield –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
226M of 214M shares
Institutional holders
361
47 new, 65 sold out
Net institutional buying
3M
In Q2 2026
Insider trades, 12 months
0 buys · 0 sales
Open-market trades only
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Artisan Partners Holdings LP Joint filing with Artisan Partners Asset Management Inc. (14.80%), Artisan Investments GP LLC (14.80%) and 2 more | 31,733,342 | 14.80% | 13G (passive) amendment | Jun 30, 2026 |
| Artisan Partners Asset Management Inc. Joint filing with Artisan Partners Holdings LP (13.50%), Artisan Investments GP LLC (13.50%) and 2 more | 28,796,203 | 13.50% | 13G (passive) amendment | Mar 31, 2026 |
| BlackRock, Inc. | 20,040,625 | 9.10% | 13G (passive) amendment | Sep 30, 2024 |
| Barrow Hanley Mewhinney & Strauss LLC | 17,505,233 | 8.20% | 13G (passive) | Jun 30, 2026 |
| Artisan Investments GP LLC Joint filing with Artisan Partners Asset Management Inc. (5.90%), Artisan Partners Holdings LP (5.90%) and 1 more | 12,575,932 | 5.90% | 13G (passive) | Dec 31, 2025 |
| Vanguard Capital Management | 11,232,272 | 5.26% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of AXTA | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Artisan Partners Limited Partnership | 31,733,342 | 14.83% | $1.09B | +2,937,139 | 1.72% |
| BlackRock, Inc. | 19,536,552 | 9.13% | $668.54M | +477,944 | 0.01% |
| Barrow Hanley Mewhinney & Strauss LLC | 17,505,233 | 8.18% | $599.03M | −756,285 | 1.82% |
| Vanguard Capital Management LLC | 9,701,675 | 4.53% | $331.99M | +101,604 | 0.01% |
| Vanguard Portfolio Management LLC | 9,520,162 | 4.45% | $325.78M | +2,584 | 0.01% |
| Dimensional Fund Advisors LP | 8,085,854 | 3.78% | $276.69M | +390,506 | 0.05% |
| State Street Corp | 6,688,186 | 3.12% | $228.87M | +223,617 | 0.01% |
| D. E. Shaw & Co., Inc. | 6,547,107 | 3.06% | $224.04M | +1,416,849 | 0.11% |
| FMR LLC | 6,060,704 | 2.83% | $207.40M | +64,163 | 0.01% |
| Millennium Management LLC | 5,466,995 | 2.55% | $187.08M | +1,307,056 | 0.07% |
| Massachusetts Financial Services Co /Ma/ | 5,396,621 | 2.52% | $186.97M | −236,051 | 0.06% |
| Citigroup Inc | 4,833,344 | 2.26% | $165.40M | +671,679 | 0.05% |
| UBS Group AG | 4,743,907 | 2.22% | $162.34M | +354,111 | 0.02% |
| Geode Capital Management, LLC | 4,082,613 | 1.91% | $139.74M | +47,212 | 0.01% |
| Sessa Capital IM, L.P. | 3,539,329 | 1.65% | $121.12M | +1,316,000 | 2.03% |
| FIFTHDELTA Ltd | 3,494,940 | 1.63% | $119.60M | −512,639 | 14.02% |
| Ariel Investments, LLC | 3,462,010 | 1.62% | $118.47M | −4,950 | 1.18% |
| Lakewood Capital Management, LP | 3,423,648 | 1.60% | $117.16M | +528,000 | 6.04% |
| Channing Capital Management, LLC | 3,332,907 | 1.56% | $114.05M | +386,197 | 2.63% |
| FIL Ltd | 3,316,825 | 1.55% | $113.50M | +1,314,825 | 0.08% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 361 | 226M | 100.0% | 47 / 113 | 151 / 65 | 28M | 25M |
| Q1 2026 | 384 | 224M | 100.0% | 60 / 140 | 149 / 87 | 63M | 39M |
| Q4 2025 | 417 | 222M | 100.0% | 103 / 129 | 145 / 69 | 55M | 60M |
| Q3 2025 | 393 | 228M | 100.0% | 57 / 138 | 154 / 48 | 39M | 30M |
| Q2 2025 | 387 | 219M | 100.0% | 61 / 154 | 127 / 65 | 22M | 24M |
| Q1 2025 | 395 | 221M | 100.0% | 62 / 141 | 132 / 60 | 20M | 14M |
| Q4 2024 | 400 | 218M | 100.0% | 55 / 139 | 151 / 51 | 17M | 31M |
| Q3 2024 | 401 | 232M | 100.0% | 64 / 148 | 126 / 37 | 39M | 19M |
| Q2 2024 | 375 | 232M | 100.0% | 55 / 133 | 125 / 40 | 20M | 31M |
| Q1 2024 | 365 | 244M | 100.0% | 49 / 136 | 123 / 45 | 28M | 20M |
| Q4 2023 | 364 | 236M | 100.0% | 76 / 112 | 138 / 30 | 40M | 24M |
| Q3 2023 | 322 | 220M | 100.0% | 39 / 104 | 135 / 46 | 19M | 21M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
134 funds held AXTA in Q2 2026, 65% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of AXTA | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 6,800,605 | 3.18% | $232.72M | 0.01% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 4,909,588 | 2.29% | $168.01M | 0.09% | Jun 30, 2026 |
| Bridge Builder Large Cap Value Fund | 3,404,638 | 1.59% | $116.51M | 0.40% | Jun 30, 2026 |
| Vanguard Small-Cap Value Index Fund | 3,109,212 | 1.45% | $106.40M | 0.16% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 2,454,555 | 1.15% | $83.99M | 0.09% | Jun 30, 2026 |
| Fullerthaler Behavioral Small Cap Equity | 1,873,841 | 0.88% | $64.12M | 0.51% | Jun 30, 2026 |
| Dimensional U.S. Targeted Value ETF | 1,408,506 | 0.66% | $50.44M | 0.35% | Jul 31, 2026 |
| Bridge Builder Tax Managed Large Cap Fund | 1,029,956 | 0.48% | $35.25M | 0.42% | Jun 30, 2026 |
| Ariel Fund | 849,123 | 0.40% | $29.06M | 1.00% | Jun 30, 2026 |
| Dimensional U.S. Small Cap ETF | 699,836 | 0.33% | $25.06M | 0.16% | Jul 31, 2026 |
| Ariel Appreciation Fund | 655,517 | 0.31% | $22.43M | 2.34% | Jun 30, 2026 |
| Vanguard Materials Index Fund | 619,174 | 0.29% | $19.05M | 0.42% | May 31, 2026 |
| Dimensional U.S. Core Equity 2 ETF | 521,485 | 0.24% | $18.67M | 0.04% | Jul 31, 2026 |
| iShares Russell 1000 Value ETF | 477,719 | 0.22% | $16.35M | 0.02% | Jun 30, 2026 |
| Vanguard S&p Mid-Cap 400 Index Fund | 340,731 | 0.16% | $10.48M | 0.19% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Chris Villavarayan | CEO & President, Director | 242,496 | 0.11% | Mar 5, 2026 |
| Amy Tufano | SVP & CHRO | 21,509 | 0.01% | Sep 22, 2026 |
| Alex Tablin-Wolf | SVP, GC and Corp. Secretary | 26,283 | 0.01% | Sep 22, 2026 |
| Carl Douglas Anderson II | SVP and CFO | 90,417 | 0.04% | Aug 18, 2026 |
| Anthony Massey | VP, Finance & CAO | 45,702 | 0.02% | Aug 4, 2026 |
| Troy D. Weaver | President, Global Refinish | 108,035 | 0.05% | Mar 5, 2026 |
| Hadi Awada | President, Glbl Mob. Coatings | 58,902 | 0.03% | Mar 5, 2026 |
| Timothy Earl Joseph Bowes | President, Glbl Ind. Coatings | 25,817 | 0.01% | Mar 5, 2026 |
| Rakesh Sachdev | Director | 146,827 | 0.07% | Mar 5, 2026 |
| Samuel L. Smolik | Director | 66,473 | 0.03% | Mar 5, 2026 |
| Kevin M. Stein | Director | 50,950 | 0.02% | Mar 5, 2026 |
| Tyrone Michael Jordan | Director | 29,114 | 0.01% | Mar 5, 2026 |
| Jan Bertsch | Director | 21,074 | 0.01% | Mar 5, 2026 |
| Mary Slagle Zappone | Director | 13,453 | 0.01% | Mar 5, 2026 |
| Deborah J. Kissire | Director | 60,673 | 0.03% | Mar 5, 2026 |
| William M. Cook | Director | 49,959 | 0.02% | Mar 5, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Alex Tablin-Wolf SVP, GC and Corp. Secretary | Sep 19, 2026 | Tax withholding | −2,255 | $32.20 | $72.61K | 26,283 |
| Alex Tablin-Wolf SVP, GC and Corp. Secretary | Sep 19, 2026 | Option exercise | +4,877 | – | – | 28,538 |
| Amy Tufano SVP & CHRO | Sep 19, 2026 | Tax withholding | −1,680 | $32.20 | $54.10K | 21,509 |
| Amy Tufano SVP & CHRO | Sep 19, 2026 | Option exercise | +3,658 | – | – | 23,189 |
| Carl Douglas Anderson II SVP and CFO | Aug 14, 2026 | Tax withholding | −9,485 | $37.31 | $353.89K | 90,417 |
| Carl Douglas Anderson II SVP and CFO | Aug 14, 2026 | Option exercise | +20,657 | – | – | 99,902 |
| Anthony Massey VP, Finance & CAO | Aug 1, 2026 | Tax withholding | −641 | $35.81 | $22.95K | 45,702 |
| Anthony Massey VP, Finance & CAO | Aug 1, 2026 | Option exercise | +2,071 | – | – | 46,343 |
| Rakesh Sachdev Director | Mar 4, 2026 | Option exercise | +5,832 | – | – | 146,827 |
| Kevin M. Stein Director | Mar 4, 2026 | Option exercise | +5,832 | – | – | 14,350 |
| Mary Slagle Zappone Director | Mar 4, 2026 | Option exercise | +5,832 | – | – | 13,453 |
| Deborah J. Kissire Director | Mar 4, 2026 | Option exercise | +5,832 | – | – | 60,673 |
| Carl Douglas Anderson II SVP and CFO | Mar 4, 2026 | Option exercise | +6,805 | – | – | 82,370 |
| Carl Douglas Anderson II SVP and CFO | Mar 4, 2026 | Tax withholding | −3,125 | $31.40 | $98.13K | 79,245 |
| Tyrone Michael Jordan Director | Mar 4, 2026 | Option exercise | +5,832 | – | – | 29,114 |
| Troy D. Weaver President, Global Refinish | Mar 4, 2026 | Tax withholding | −2,009 | $31.40 | $63.08K | 108,035 |
| Troy D. Weaver President, Global Refinish | Mar 4, 2026 | Option exercise | +4,374 | – | – | 110,044 |
| Chris Villavarayan CEO & President, Director | Mar 4, 2026 | Option exercise | +26,246 | – | – | 242,496 |
| Chris Villavarayan CEO & President, Director | Mar 4, 2026 | Tax withholding | −12,053 | $31.40 | $378.46K | 230,443 |
| Timothy Earl Joseph Bowes President, Glbl Ind. Coatings | Mar 4, 2026 | Tax withholding | −1,608 | $31.40 | $50.49K | 25,817 |
| Timothy Earl Joseph Bowes President, Glbl Ind. Coatings | Mar 4, 2026 | Option exercise | +3,500 | – | – | 27,425 |
| Hadi Awada President, Glbl Mob. Coatings | Mar 4, 2026 | Option exercise | +3,500 | – | – | 58,902 |
| Hadi Awada President, Glbl Mob. Coatings | Mar 4, 2026 | Tax withholding | −1,526 | $31.40 | $47.92K | 57,376 |
| Jan Bertsch Director | Mar 4, 2026 | Option exercise | +5,832 | – | – | 21,074 |
| William M. Cook Director | Mar 4, 2026 | Option exercise | +5,832 | – | – | 43,959 |
| Samuel L. Smolik Director | Mar 4, 2026 | Option exercise | +5,832 | – | – | 66,473 |
| Anthony Massey VP, Finance & CAO | Mar 4, 2026 | Option exercise | +2,187 | – | – | 44,949 |
| Anthony Massey VP, Finance & CAO | Mar 4, 2026 | Tax withholding | −677 | $31.40 | $21.26K | 44,272 |
| Carl Douglas Anderson II SVP and CFO | Mar 3, 2026 | Option exercise | +27,598 | – | – | 58,851 |
| Carl Douglas Anderson II SVP and CFO | Mar 3, 2026 | Tax withholding | −12,674 | $31.68 | $401.51K | 46,177 |
| Carl Douglas Anderson II SVP and CFO | Mar 3, 2026 | Option exercise | +52,487 | – | – | 98,664 |
| Carl Douglas Anderson II SVP and CFO | Mar 3, 2026 | Tax withholding | −23,099 | $31.68 | $731.78K | 75,565 |
| Troy D. Weaver President, Global Refinish | Mar 3, 2026 | Tax withholding | −4,118 | $31.68 | $130.46K | 96,448 |
| Troy D. Weaver President, Global Refinish | Mar 3, 2026 | Option exercise | +17,054 | – | – | 113,502 |
| Troy D. Weaver President, Global Refinish | Mar 3, 2026 | Tax withholding | −7,832 | $31.68 | $248.12K | 105,670 |
| Troy D. Weaver President, Global Refinish | Mar 3, 2026 | Option exercise | +8,967 | – | – | 100,566 |
| Chris Villavarayan CEO & President, Director | Mar 3, 2026 | Tax withholding | −23,265 | $31.68 | $737.04K | 164,142 |
| Chris Villavarayan CEO & President, Director | Mar 3, 2026 | Option exercise | +96,354 | – | – | 260,496 |
| Chris Villavarayan CEO & President, Director | Mar 3, 2026 | Tax withholding | −44,246 | $31.68 | $1.40M | 216,250 |
| Chris Villavarayan CEO & President, Director | Mar 3, 2026 | Option exercise | +50,663 | – | – | 187,407 |
| Alex Tablin-Wolf SVP, GC and Corp. Secretary | Mar 3, 2026 | Option exercise | +245 | – | – | 23,610 |
| Alex Tablin-Wolf SVP, GC and Corp. Secretary | Mar 3, 2026 | Option exercise | +369 | – | – | 23,852 |
| Alex Tablin-Wolf SVP, GC and Corp. Secretary | Mar 3, 2026 | Tax withholding | −191 | $31.68 | $6.05K | 23,661 |
| Alex Tablin-Wolf SVP, GC and Corp. Secretary | Mar 3, 2026 | Tax withholding | −127 | $31.68 | $4.02K | 23,483 |
| Timothy Earl Joseph Bowes President, Glbl Ind. Coatings | Mar 3, 2026 | Option exercise | +8,070 | – | – | 19,331 |
| Timothy Earl Joseph Bowes President, Glbl Ind. Coatings | Mar 3, 2026 | Tax withholding | −3,706 | $31.68 | $117.41K | 15,625 |
| Timothy Earl Joseph Bowes President, Glbl Ind. Coatings | Mar 3, 2026 | Option exercise | +15,348 | – | – | 30,973 |
| Timothy Earl Joseph Bowes President, Glbl Ind. Coatings | Mar 3, 2026 | Tax withholding | −7,048 | $31.68 | $223.28K | 23,925 |
| Hadi Awada President, Glbl Mob. Coatings | Mar 3, 2026 | Option exercise | +7,173 | – | – | 50,836 |
| Hadi Awada President, Glbl Mob. Coatings | Mar 3, 2026 | Option exercise | +13,642 | – | – | 61,350 |
| Hadi Awada President, Glbl Mob. Coatings | Mar 3, 2026 | Tax withholding | −5,948 | $31.68 | $188.43K | 55,402 |
| Hadi Awada President, Glbl Mob. Coatings | Mar 3, 2026 | Tax withholding | −3,128 | $31.68 | $99.10K | 47,708 |
| Amy Tufano SVP & CHRO | Mar 3, 2026 | Option exercise | +283 | – | – | 19,469 |
| Amy Tufano SVP & CHRO | Mar 3, 2026 | Tax withholding | −219 | $31.68 | $6.94K | 19,531 |
| Amy Tufano SVP & CHRO | Mar 3, 2026 | Tax withholding | −145 | $31.68 | $4.59K | 19,324 |
| Amy Tufano SVP & CHRO | Mar 3, 2026 | Option exercise | +426 | – | – | 19,750 |
| Anthony Massey VP, Finance & CAO | Mar 3, 2026 | Tax withholding | −714 | $31.68 | $22.62K | 42,762 |
| Anthony Massey VP, Finance & CAO | Mar 3, 2026 | Option exercise | +1,215 | – | – | 41,543 |
| Anthony Massey VP, Finance & CAO | Mar 3, 2026 | Tax withholding | −376 | $31.68 | $11.91K | 41,167 |
| Anthony Massey VP, Finance & CAO | Mar 3, 2026 | Option exercise | +2,309 | – | – | 43,476 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of float
4.18%
9M shares short
Days to cover
4.7
At 2M shares a day
Change since last report
-6.4%
From 10M shares
Short volume, 20 days
71.2%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Axalta Coating Systems's stock actually held short. Settlement fails (shares not delivered on time) peaked at 65,327 shares on Oct 13, 2026 over the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Amy Tufano Officer | Aug 19, 2025 | 3,194 | $99.21K | Aug 19, 2025 | RSU Vesting |
| Troy D. Weaver Officer | Feb 10, 2025 | 10,457 | $392.85K | Feb 10, 2025 | Stock Option Exercise |
| Hadi Awada Officer | Dec 4, 2023 | 10,500 | $335.90K | Dec 4, 2023 | rsu vesting |
| Brian A. Berube Officer | Nov 17, 2023 | 7,500 | $233.90K | Nov 17, 2023 | RSU Vesting |
| Anthony Massey Officer | Nov 14, 2023 | 17,915 | $553.13K | Nov 14, 2023 | RSUs and stock options |
| Robert M. McLaughlin Director | Nov 9, 2023 | 5,000 | $148.85K | Nov 9, 2023 | RSU Vesting |
| Lannon Sean M. RSU | Nov 2, 2023 | 54,081 | $1.57M | Nov 3, 2023 | RSU Vesting |
| Sean Lannon Officer | Sep 19, 2023 | 17,543 | $481.20K | Sep 19, 2023 | RSU Vesting |
| Sean Lannon Officer | Aug 30, 2023 | 17,543 | $503.31K | Aug 30, 2023 | RSU Vesting |
| Jacqueline Scanlan Officer | Aug 9, 2023 | 17,008 | $501.33K | Aug 9, 2023 | RSU Vesting |
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